ENTRUST INVESTMENT SERVICES, INC

RIASEC RegisteredEst. 2024

Total AUM

$141M

Discretionary

$139M

99% of AUM

Avg account

$327K

Accounts

431

Employees

Advisory reps

Firm details

Headquarters: CAMPBELL, California
CRD number: 324860
Registered since: April 16, 2024
Website: www.entrustinv.com
Custodians: AMERICAN FUNDS & TRUSTS INCORPORATED, ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI69.82%
Individuals29.25%
Pension & Profit Sharing Plans0.93%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Entrust Investment Services, Inc. is an independent registered investment adviser that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses while also serving select institutional clients. The firm operates under a straightforward fee model that includes percentage-of-AUM billing and hourly charges, and it runs educational seminars and workshops as part of its client services. Since its SEC registration in 2024 the firm has shown a clear preference for equity exposure—primarily via exchange-traded vehicles—and combines that with mutual fund holdings and third‑party real estate allocations to build client portfolios. Entrust is not positioned as a capital allocator or pension consultant, and it does not self-identify as an active ESG investor.